POR One | Manage Rental Workflows from Start to Finish

Learn how to perform daily rental operations in POR One, including clocking in, managing deliveries and pickups, documenting equipment condition, and processing work orders—all from a mobile device. This guide helps you ensure accurate item tracking, reduce liability, and streamline your team's field operations.

      
Topics included in this article

• Clock In and Start a Route

• Perform a Delivery Using Condition Checks

• Complete a Pickup and Ready Tag Inspection

• Use Pre-Check for Upcoming Rentals

• Track Work Orders and Perform Maintenance

• Sync Offline Photos and Handle Upload Failures

• Collaborate Using Internal Messaging in POR One

   
Clock In and Start a Route

1. Tap Time Clock from the POR One home screen.
2. Select your store location and role, if applicable.
3. Tap Punch In.
4. Tap Routes to see assigned routes.
5. Select a route assigned to you under “My Routes.”
6. Tap Start Route, confirm the prompt.
7. View route details, including stop order, item info, and times.

     
Perform a Delivery Using Condition Checks

1. Tap On the Way to indicate travel to the delivery location.
2. Tap Arrived once you reach the stop.
3. Tap Start Checkout Task.
4. For each item:
   • Select serialized units, if applicable.
   • Take photos to document current condition.
   • Record meter readings or notes (e.g., leave a manual).
5. Mark the item as Delivered.
6. For bulk items:
   • Use Quick Check to confirm or adjust quantities.
7. Tap Complete Checklist once all items are processed.
8. Tap Yes to proceed to signature collection.
9. Tap Complete Delivery.
10. Add optional call logs for notes on the delivery.

     
Complete a Pickup and Ready Tag Inspection

1. Pick up items using the same route process.
2. After return, yard personnel access Ready Tags.
3. Tap an item in the Ready Tag list (oldest appears first).
4. Tap Begin Inspection.
5. Take photos of returned condition.
6. Complete the checklist.
7. Tap Mark as Ready.
8. If item fails:
   • Tap Fail Item and optionally create a work order (if licensed).

     
Use Pre-Check for Upcoming Rentals

1. Tap Pre-Check from the home screen.
2. Review contracts for today, tomorrow, and the next day.
3. Identify serialized items requiring prep.
   1.  Serialized units may be assigned directly at the contract level. However, this circumvents checklist and image capture and should be avoided when condition tracking is critical.
4. Select the item on the contract.
5. Take photos for pre-delivery condition.
6. Ensure the item is assigned to the contract.

    
Track Work Orders and Perform Maintenance

For Basic Users

1. Tap Work Orders → Assignments.
2. Select a work order assigned to you.
3. Tap Start Labor Tracking.
4. Take before/after photos.
5. Update status to reflect work progress.
6. Add comments or adjust time manually.
7. Tap Complete Labor Tracking.

For Advanced Users

1. Edit Complaint, Cause, Correction fields.
2. Tap Add Part to search and pull inventory.
3. Create Work Orders from:
   • Inventory item screen
   • Customer profile (for customer-owned items)
   • Failed Ready Tag
4. Note: Closing work orders must be done in Elite.

NOTE: POR One Advanced can modify work orders. POR One Basic cannot.

    
Sync Offline Photos and Handle Upload Failures

1. If an image does not turn green, it hasn’t uploaded yet.
2. Tap Settings → Image Uploads.
3. Tap Sync Images. POR One will upload 5 at a time.
4. Photos are stored locally and will upload once connected to Wi-Fi or mobile data.

    
Collaborate Using Internal Messaging in POR One 

1. Tap the record (contract, item, or route) to share.
2. Tap Share → Start New Conversation.
3. Select the team member and send.
4. The recipient opens the record directly in POR One.

     
More Information / FAQ

• What happens if I forget to clock in using Labor Tracking?
  You can manually log actual hours worked before submitting.
      
• Can I complete a route without completing a stop?
  Yes, but a dispatcher must reopen the stop for it to be completed later.
      
• Do I need a separate license for Time Clock in POR One?
  No, but you need a POR One or Mobile User license and must enable it under Mobile Permissions.
      
• What if my Ready Tag fails?
  Create a work order (if advanced licensed) or mark the item Not Ready in Elite.
        
• How do I know who failed a Ready Tag and why?
  Review the item file in Elite or open the Ready Tag task in POR One to see the user, timestamp, and notes.